In re the Estate of Kellner

176 A. 382, 13 N.J. Misc. 28, 1934 N.J. Misc. LEXIS 26
CourtNew York Surrogate's Court
DecidedSeptember 26, 1934
StatusPublished
Cited by1 cases

This text of 176 A. 382 (In re the Estate of Kellner) is published on Counsel Stack Legal Research, covering New York Surrogate's Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
In re the Estate of Kellner, 176 A. 382, 13 N.J. Misc. 28, 1934 N.J. Misc. LEXIS 26 (N.Y. Super. Ct. 1934).

Opinion

Whinery, Surrogate.

The will of William H. Kellner, dated June 1st, 1928, including two codicils, each dated June 22d, 1928, was probated by the surrogate of Essex county on September 10th, 1930. On August 13th, 1932, Jane Kellner, a granddaughter of decedent who became of age on March 26th, 1932, petitioned the surrogate to set aside the probate and a rule to show cause was' issued thereon. The executors, on the return day, questioned the jurisdiction of the surrogate and this question was first determined. The [29]*29surrogate decided that, in a proper ease, he had jurisdiction to set aside probate of a will. See opinion in 11 N. J. Mis. R. 201; 165 Atl. Rep. 585. He held that such jurisdiction was limited to cases based upon “fraud, newly discovered evidence, clerical error or other sufficient cause” relating to the probate itself and that it did not include jurisdiction to determine a contest concerning the existence of a will.

Thereafter the matter was brought on for a hearing before the surrogate. Testimony was taken on behalf of the petitioner and on behalf of the executors. It related only to the execution of the two codicils; no evidence was adduced relating to the execution of the original will. It is argued that if the decree of probate be set aside as to either or both codicils, then the entire probate of all three documents must be set aside. Ho precedents were cited by counsel, nor have any been found by the court, either for or against this argument. At the time of probate, proof was given to the execution of each of the three documents. On that occasion the original will might have been probated, even though it were shown that the codicils were improperly executed. The statute of 1917 (Pamph. L. 1917, ch. 133) granted to the surrogate the authority to open, vacate, modify or set aside a decree or order; it appears that plenary authority is there given to modify a decree or probate to the end that the probate of a codicil might be set aside for proper cause without disturbing the probate of the original will, where proofs of each document had been properly presented before the surrogate. It would be incongruous in a case where fraud in the probate of a codicil was proved, and no evidence offered attacking the main will, to set aside the entire probate of both documents, thereby possibly causing great confusion and uncertainty in the administration of an estate under a main will which was unquestionably the decedent’s will. In this case the two codicils merely concern the burial of decedent in a vault and designate the relatives who may also find their final resting place in the same vault. The disposition of the estate is governed entirely by the provisions of the main will, and no evidence was offered at this hearing pertaining to its execution or probate.

[30]*30Much evidence was adduced by each side with reference to the execution of the two codicils; little related to the proof of fraud, mistake or error in the probate of the will or codicils thereto. Questions concerning improper execution of a testament, undue influence or lack of testamentary capacity all relate to the existence of a will and jurisdiction to determine such questions lies in either the Orphans Court or the Prerogative Court under our present statutes and practice. An aggrieved person may either file a caveat or appeal from probate by the surrogate within the time stipulated therefor, if the existence of a will is to be contested. Here the petitioner prays the surrogate to set aside the probate many months after the expiration of the time within which an appeal might be taken, presumably to contest the existence of a will if the surrogate sets aside the entire probate. In the interest of the orderly administration of estates there must of necessity be a limitation upon the opportunity to attack a will; there must be some reasonable stability of probate and it should not be set aside by the surrogate except in cases wherein serious fraud, mistake or error has occurred within his jurisdiction. In re Kalmowitz’s Will, 236 N. Y. Supp. 223; 134 N. Y. Misc. 508. Such jurisdiction, under our statutes, relates to the probate and not to the existence of a will.

At the probate of the will, Albert Schurr, a witness to the will, William P. Cunningham, a witness to one codicil, and Eugene Eobinson, a witness to the other codicil, each signed the affidavit-—-proof of due execution of the document to which he was a witness, and each stated therein that, in his belief, testator at the time of signing was of sound and disposing mind, memory and understanding. The will and two codicils- were thereupon probated. The narrow issue now before the surrogate is whether there has been any “fraud, newly discovered evidence, clerical error or other sufficient cause” in the probate to warrant setting aside such probate or modifying the decree of probate. The statement by each witness as to testamentary capacity has not been controverted in the evidence; certainly no testimony was offered to prove that the attesting witness knew or understood the con[31]*31trary to be the ease. No evidence whatever was offered to change in any manner the affidavit—proof by Schurr concerning the execution of the main will.

There was evidence seeking to impeach the proof of the codicil witnessed by Cunningham. The other witness to it was Louis Bloom. lie testified that Cunningham took him to Mrs. Towne’s home, where decedent then lived, telling him that he was wanted there to witness a signature. He says that he did not know it was a will when he signed as a witness, that the only remark made at the time was a statement that “everything is 0. Eh,” but does not recall who said it, and that Cunningham did not sign in his presence, but left the house with him. His testimony otherwise was vague, uncertain and indefinite. He does not recall who was present, whether the attestation clause was read aloud, what was said or whether anything was said by anyone present. To many questions relating to the occasion, he replied, “1 do not remember.” Cunningham also testified. He says that the codicil was signed by the testator, Bloom and himself in the presence of each other; that Kellner, Bloom and he signed in that order while all three were at or alongside a desk in the sun parlor; that when he and Bloom arrived at the house Mr. Berger, in testator’s presence, said that Mr. Kellner wished them to sign a codicil to his will; that those present on the occasion were testator, Bloom, Berger, Mrs. Towne, her two daughters and Cunningham; that he told Bloom before they went to the house that he was to witness a codicil to a will; that Kellner read the will in the presence of the witness; that Kellner asked Berger to ask him and Bloom to witnéss the codicil; that Berger read the document aloud before it was signed. The codicil as probated contains a perfect attestation clause. The testimony of Mr. Berger (the attorney who prepared the codicil) and Mrs. Aitken (Mrs. Towne), both of whom were present when this codicil was signed, corroborate the evidence of Cunningham. Mr. Berger further testifies as to this transaction:

“I then turned to Mr. Kellner and said to him ‘Mr. Kellner, do you wish these men to act as witnesses to your codicil?’ He said, T do’ or words to that effect, I think. Then [32]*32I turned to the two men and I said, ‘Mr. Kellner is about to execute a codicil to his last will and he wishes you to act as witnesses.”

Mrs. Aitken (formerly Mrs.

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Related

In Re the Estate of Kellner
189 A. 91 (Supreme Court of New Jersey, 1937)

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Bluebook (online)
176 A. 382, 13 N.J. Misc. 28, 1934 N.J. Misc. LEXIS 26, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-estate-of-kellner-nysurct-1934.